STEP 1
Connect BoldDesk and Zanda Health
Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.
BoldDesk and Zanda Health Integration
Connect BoldDesk and Zanda Health to automate support workflows. Trigger events from one app, run actions in the other and use AI to make smart decisions. Integrate apps in 3 simple steps - no code required.
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Learn about BoldDesk and Zanda Health
Detailed info you need to know about BoldDesk and Zanda Health integrations in WEXTL. Explore which modules apps support and how you connect them.
BoldDesk
Customer support help desk platform for managing tickets, live chat, contacts, and approval workflows. [5]
Zanda Health
Practice management platform for allied health professionals, offering appointment scheduling, client records, invoicing, and payments. [6]
How to connect BoldDesk to Zanda Health
Set up your BoldDesk and Zanda Health integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected BoldDesk and Zanda Health nodes onto the canvas [4], or describe what you want and WEXTL wires the flow together with AI Builder.
STEP 3
Map your data
Choose which fields need to sync between BoldDesk and Zanda Health. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between BoldDesk and Zanda Health work in WEXTL?
WEXTL exposes actions and triggers for BoldDesk and Zanda Health that help you connect apps and automate repetitive tasks [1]. A trigger is an event that happens, an action — a step that performs when the event has occurred.
BoldDesk triggersZanda Health actions
BoldDesk modules
- Activate AgentActivate a previously deactivated agent using the agent's user ID.
- Add Activity Attachment To An ActivityUpload and attach a file directly to an activity.
- Add Contact Groups to ContactAdd one or more contact groups to a contact in BoldDesk.
- Add Member To GroupAdd one or more users to a group and configure their assignment permissions and ownership settings.
- Add Tags To TicketAdd one or more tags to a ticket using the ticket ID.
- Approve an ApproverApprove an approval request for a specific approver using the approver GUID.
- Block a ContactBlock a contact in BoldDesk. Optionally mark the contact’s associated tickets as spam.
- Cancel an ApproverCancel and remove a specific approver from an approval request using the approver GUID.
- Change Primary Contact GroupChange the primary contact group associated with a contact in BoldDesk.
- Convert Contact to AgentConvert an existing contact into an agent in BoldDesk with specified roles, access, and settings.
- Create a ContactCreate a new contact in BoldDesk with details such as name, email, phone number, groups, and custom fields.
- Create a Contact NoteAdd a new note to a contact in BoldDesk with optional subject and attachments.
- Create a GroupCreate a new group in BoldDesk for ticket or chat operations.
- Create a TicketCreate a new support ticket with subject, description, requester, priority, and custom fields.
- Create a Ticket NoteAdd a new public or private note to an existing ticket, including attachments, mentions, tags, billing details, and suspension information.
- Create Activity CommentAdd a new comment to an existing activity by activity ID.
- Create Activity WatcherSubscribe a user as a watcher to an activity to receive updates on changes.
- Create an ActivityCreate a new activity and optionally associate it with tickets, users, collaborators, chats, and attachments.
- Create an Activity AttactmentUpload an attachment for activities and receive an attachment token and cloud URL.
- Create an AgentCreate a new agent in the organization with support for brands, roles, access scopes, groups, contact details, verification settings, and custom fields.
- Create an Approval RequestCreate a new approval request associated with a ticket and assign approvers.
- Create an AttachmentUpload one or more attachments and receive attachment tokens and cloud URLs that can later be used in tickets or replies.
- Create And Link A ContactCreate a new contact and link it to a visitor.
- Create Chat AttachmentsUpload an attachment for a chat conversation and receive an attachment token and URL.
- Create Conversation Ticket LinkLink one or more support tickets to a chat conversation.
- Create New ApproverAdd one or more approvers to an existing approval request.
- Create Ticket WatcherAdd a user as a watcher to a ticket using the ticket ID and user ID.
- Create Ticket WorklogAdd a new worklog to a ticket.
- Deactivate an AgentDeactivate an active agent account using the agent's user ID.
- Delete a ContactDelete one or more contacts in BoldDesk. Optionally mark associated tickets as spam during deletion.
- Delete a MessageDelete a specific message from a chat conversation using its message ID.
- Delete a Ticket WorklogDelete a ticket worklog using the worklog ID.
- Delete Activity WatcherRemove a user from the watchers list of an activity.
- Delete an ActivityPermanently delete an activity record using the activity ID.
- Delete an Activity AttachmentDelete an attachment associated with an activity.
- Delete an Activity CommentDelete a comment from an activity using the activity ID and comment ID.
- Delete an Approval RequestCancel an entire approval request using the approval request ID.
- Delete AttachmentDelete an attachment using the attachment ID.
- Delete Contact Groups from ContactRemove one or more contact groups from a contact in BoldDesk.
- Delete Contact NoteDelete a contact note in BoldDesk using its ID.
- Delete Conversations PermanentlyPermanently delete a chat conversation. This action cannot be undone.
- Delete GroupPermanently delete a ticket or chat group using the group ID.
- Delete Member From GroupRemove a user from a specific group using the group ID and user ID.
- Delete TicketDelete a ticket using the ticket ID.
- Delete Ticket WatcherRemove a watcher from a ticket using the ticket ID and user ID.
- Get a ContactRetrieve contact details in BoldDesk using the contact’s user ID.
- Get a GroupRetrieve the details of a specific group using the group ID.
- Get a MessageRetrieve the details of a specific message in a chat conversation.
- Get a VisitorRetrieve the details of a visitor using the visitor ID.
- Get Activity TagsRetreives a list of tags associated with an activity.
Zanda Health modules
- Get AppointmentRetrieves a single appointment by its ID.
- Get Billable ItemRetrieves a single billable item by its ID.
- Get Client Primary PractitionerRetrieves the primary practitioner assigned to a given client.
- Get Client ProfileRetrieves a client's full profile by their ID.
- Get Custom CategoryRetrieves a single custom category by its ID.
- Get Custom StatusRetrieves a single custom appointment status by its ID.
- Get GenderRetrieves a single gender option by its ID.
- Get Gender IdentityRetrieves a single gender identity option by its ID.
- Get InsurerRetrieves a single insurer record by its ID.
- Get InvoiceRetrieves a single invoice by its ID.
- Get LocationRetrieves a single practice location by its ID.
- Get PaymentRetrieves a single payment record by its ID.
- Get Payment MethodRetrieves a single payment method by its ID.
- Get PractitionerRetrieves a single practitioner record by their ID.
- Get ReferralRetrieves a single referral record by its ID.
- Get SexRetrieves a single sex option by its ID.
- List AppointmentsReturns a list of appointments matching the specified filters.
- List Billable ItemsReturns a list of billable items available in the account.
- List Client ProfilesReturns a list of client profiles matching the specified criteria.
- List Custom CategoriesReturns a list of all custom categories defined in the account.
- List Custom StatusesReturns a list of all custom appointment statuses defined in the account.
- List Gender IdentitiesReturns a list of all gender identity options available in the account.
- List GendersReturns a list of all gender options available in the account.
- List InsurersReturns a list of all insurers configured in the account.
- List InvoicesReturns a list of invoices matching the specified filters.
- List LocationsReturns a list of all practice locations in the account.
- List Payment MethodsReturns a list of all payment methods available in the account.
- List PaymentsReturns a list of payments matching the specified filters.
- List PractitionersReturns a list of all practitioners in the account.
- List ReferralsReturns a list of referral records matching the specified filters.
- List Sex OptionsReturns a list of all sex options available in the account.
- Make an API CallExecutes an arbitrary authenticated request to the Zanda Health API.
- Watch AppointmentsTriggers when new or updated appointments are detected.
- Watch BillablesTriggers when new or updated billable items are detected.
- Watch Client ProfilesTriggers when new or updated client profiles are detected.
- Watch Custom CategoriesTriggers when new or updated custom categories are detected.
- Watch Custom StatusesTriggers when new or updated custom statuses are detected.
- Watch Gender IdentitiesTriggers when new or updated gender identity options are detected.
- Watch GendersTriggers when new or updated gender options are detected.
- Watch InsurersTriggers when new or updated insurer records are detected.
- Watch InvoicesTriggers when new or updated invoices are detected.
- Watch LocationsTriggers when new or updated practice locations are detected.
- Watch Payment MethodsTriggers when new or updated payment methods are detected.
- Watch PaymentsTriggers when new or updated payment records are detected.
- Watch PractitionersTriggers when new or updated practitioner records are detected.
- Watch ReferralsTriggers when new or updated referral records are detected.
- Watch Sex OptionsTriggers when new or updated sex options are detected.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with BoldDesk and Zanda Health integrations. Pick any from the list below if the current combination isn't the one you need.
Frequently asked questions
Common questions about connecting BoldDesk and Zanda Health.
Connect your BoldDesk and Zanda Health accounts once, pick a trigger in one app and an action in the other, then map the fields so data flows automatically between them. [3]
Example: when BoldDesk's "Watch Activity" fires, WEXTL can "Get Appointment" in Zanda Health. BoldDesk has 8 triggers (including Watch Activity, Watch Activity Attachment, and Watch Activity Comments); Zanda Health has 32 actions (including Get Appointment, Get Billable Item, and Get Client Primary Practitioner). Add filters and transforms between steps when you need them. [1]
Yes — the integration works in both directions. Use each app's triggers to start a workflow and the other app's actions to update it. [2]
No. BoldDesk-to-Zanda Health automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic. [4]
Yes. Trigger-based automations start the moment BoldDesk (or Zanda Health) fires a new event — webhook-backed apps run within seconds, and polling-only apps re-check on a schedule you control. [7]
A first automation typically takes 5–10 minutes: connect each app's credential once, drop a trigger + action onto the canvas, map the fields, and turn the workflow on.
You can build your BoldDesk + Zanda Health automation on a 3-day trial with every feature unlocked. Cancel anytime. For your protection, a small deposit is charged to your card when your trial starts. It counts toward your first payment and is non-refundable. [8]
References
List of sources used to gather information about the BoldDesk and Zanda Health integration.
- BoldDesk and Zanda Health integration source code, module specs and credentials implementation.
- Our BoldDesk and Zanda Health integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for BoldDesk and Zanda Health — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
- WEXTL® visual workflow builder, anonymized data from our technical support team.
- BoldDesk integration information
- Zanda Health integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library